Matthew Andrulot is a CFP® professional with 21 years of industry experience, currently serving at Verdence Capital Advisors, LLC. His prior experience includes roles at Independent Access Partners, LLC and Hightower Securities, LLC. He is also a partner in Hunt Valley Partners, an investment partnership where he participates in sourcing and recommending investment opportunities for limited partners. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Matthew Moore is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at KPMG LLP and Stepstone Group, as well as academic positions at Loyola University Maryland. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Edward Hurlock Jr. is a CFA® charterholder with 35 years of industry experience. He has served at Sowell Management since 2022 and previously worked for Nesher Wealth, United Income, Inc., and Calvert Investment Counsel, where he spent 30 years. Outside of his advisory role, he is President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing organization. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers a range of investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with firms like Affinity and Rayliant.

Donna Zidwick is a financial advisor at Verdence Capital Advisors, LLC with 10 years of industry experience. She holds Series 65 and Series 66 licenses and worked at Harvest Investment Consultants LLC for 35 years prior to joining Verdence in 2026. Zidwick is also licensed as an insurance agent, offering insurance products to clients in a limited capacity. Verdence Capital Advisors serves individual clients, businesses, pension plans, trusts, estates, and independent advisers through discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and offers specialized services including family office support and advisory services for sports and entertainment professionals.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Mark Pallack is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Harvest Investment Consultants, LLC, New York Life Insurance Company, and Eagle Strategies. He is also involved in brokering non-investment insurance products through Harvest Insurance, Inc. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and specialized advisory services. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis across various investment vehicles, and provides OCIO and sub-advisory solutions to other registered advisers.

Jeffrey Rogers is a Series 66-licensed advisor with BFC Planning, Inc., where he has worked since 2014. He has 16 years of industry experience and also serves as a Shrewsbury Township Supervisor, overseeing local management and infrastructure. Outside of his advisory role, he operates Rogers My CFO, LLC, providing outsourced CFO and controllership services along with insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through about 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, and employs investment strategies involving stocks, bonds, mutual funds, and ETFs.

Theodore Zamerski Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the PFS™ designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has been with La Salle St. Securities, Inc. for 28 years and has operated as a sole proprietor for 50 years. Outside of his advisory role, he is also a certified public accountant and owns a tax and accounting services firm, American Capital Management, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including multi-manager solutions, and manages a significant amount of non-discretionary assets relative to discretionary assets.

Jonathan Saklad is a financial advisor with Verdence Capital Advisors, LLC and holds the Series 65 designation. He has been with Verdence since 2024 and has prior experience working in academic and hospitality settings. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combined fundamental, technical, and cyclical investment approach across various portfolio vehicles and offers specialized services including family office support and sports and entertainment advisory.

Matthew Moore is a financial advisor with Verdence Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Verdence since 2017 and previously held positions at Hightower Securities, LLC and Hightower Advisors from 2013 to 2017. Outside of his advisory role, Moore is a partner in an investment partnership, Hunt Valley Partners, which he is involved with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Jason Edelson is a financial advisor at Verdence Capital Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at Verdence since 2017, following prior roles at Hightower Advisors and HighTower Securities, LLC. Verdence Capital Advisors serves individual and institutional clients—including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations—providing discretionary portfolio management, financial planning, and consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions across multiple asset types and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Luis Padilla is a financial advisor at Founders Financial Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Founders Financial Securities since 2009. Padilla also operates Maryland Wealth Management, LLC, which offers insurance brokerage services. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, utilizing both traditional and non-traditional delivery methods across multiple advisory platforms.

Walter Zurowski is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Shore United Bank, LPL Financial, Cetera Investment Services, and Northwest Advisors. Zurowski is also the business owner of Clarkscapes, LLC in Phoenix, MD. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and managed account programs. The firm employs a range of analytical approaches and provides specialized advisory services including actuarial analysis, benefits and insurance consulting, and investment banking support.

Lucas Belanger is a financial advisor at Verdence Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been with Verdence since 2017. Prior to joining Verdence, he worked at American University from 2013 to 2017. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory services for other registered advisers.

Stephen Thacker is a financial advisor at Verdence Capital Advisors, LLC with 22 years of industry experience. He has been with Verdence since 2017 and previously worked at Hightower Advisors from 2015 to 2017. He holds the Series 63 and Series 65 designations. Verdence Capital Advisors serves a diverse client base, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a variety of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Kelly Wright is a financial advisor at Verdence Capital Advisors, LLC with 14 years of industry experience. He holds the CFP® and Series 63 designations and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group, Inc. He serves on the board of directors for the Financial Planning Association of Maryland. Verdence Capital Advisors serves a diverse client base, including individuals, businesses, and trusts, and offers specialized services such as family office support and sports and entertainment advisory. The firm uses a combined fundamental, technical, and cyclical investment process and provides discretionary portfolio management, financial planning, and sub-advisory solutions.

Ben Johnson is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 license and one year of industry experience. Prior to joining Verdence, he worked at St. Mary’s College of Maryland and Baltimore County Public Schools. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, trusts, and independent advisers. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis to manage portfolios across various vehicles and provides specialized services such as family office, sports and entertainment advisory, and OCIO sub-advisory solutions.

Leo Kelly IV is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He previously worked at T. Rowe Price for three years and has academic experience at Wake Forest University and Benson University Center. Verdence Capital Advisors serves a diverse client base including individual investors of varying net worth, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams with expertise in family office services, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting engagements.

Colin Rafferty is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Robert Half International. Outside of finance, he works as an Uber Eats driver. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services including family office support, sports and entertainment advisory, OCIO/sub-advisory solutions, and consulting.

Cameron Leydig is a Series 65-licensed advisor at Verdence Capital Advisors, LLC with three years of industry experience. His background includes roles in diverse sectors such as sports, hospitality, and education, including positions at the Baltimore Ravens and Stevenson University. Verdence Capital Advisors serves a broad client base including individuals, businesses, pension plans, and trusts, offering discretionary portfolio management and financial planning through specialized teams focused on family office services, sports and entertainment advisory, OCIO/sub‑advisory solutions, and standalone consulting. The firm combines fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and provides OCIO services and research support to other registered advisers.